Vertex Planning Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 31,621 shares of IBTG stock, worth $721,275. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,621Holding current value
$721,275% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
255Shares Held
55.3MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.5 Million1.58% of portfolio
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Morgan Stanley New York, NY3.6MShares$82 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH3.43MShares$78.1 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC2.7MShares$61.7 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.33MShares$53.1 Million1.1% of portfolio